{"slug":"what-optiply-does-and-how-it-helps-you","sourcePath":"what-optiply-does-and-how-it-helps-you.md","title":"What Optiply Does and How It Helps You","status":"reviewed","editorialStatus":"approved","publicationBlocker":"","publishable":true,"needsReview":false,"reviewReason":"","category":"getting-started","lastReviewed":"2026-10-01","excerpt":"Optiply combines connected product and order information with product-level demand forecasts and replenishment calculations to support purchasing work. The data and advice you see depend…","wordCount":641,"readingMinutes":3,"articleType":"Overview","qualityFlags":["Product capabilities reviewed"],"searchText":"what optiply does and how it helps you optiply combines connected product and order information with product-level demand forecasts and replenishment calculations to support purchasing work. the data and advice you see depend… what optiply does and how it helps you optiply combines connected product and order information with product-level demand forecasts and replenishment calculations to support purchasing work. the data and advice you see depend on the connection, available history, configuration, and supplier inputs. treat forecasts and purchase advice as planning inputs, not a promise of lower inventory, fewer stockouts, higher sales, or a specific result. review the available information before changing an order. connected systems available data and synchronisation behaviour depend on the connected system and its configuration. forecast demand optiply prepares product-level demand forecasts from sales history. depending on the product, available history, and settings, the forecasting process can account for effects such as seasonality, unusual sales, and periods without stock. a forecast is an estimate rather than a guarantee. review unexpected results against product history and current planning inputs. see analytics for performance and forecast insights. organise purchasing work the purchase area brings proposed and draft purchase orders into a purchasing workflow. its advice considers expected demand and stock position together with configured ordering constraints. the exact inputs vary with the product and configuration. monitor products and inventory use home and analytics to review inventory-performance metrics and work that needs attention. the product page provides product-level stock, forecast, supplier, and purchasing information. the exact modules and fields visible depend on your account, permissions, and webshop setup. extend supported workflows optiply also provides api documentation for supported custom development. confirm access and the appropriate integration design with optiply before building a production connection. review an unexpected purchase recommendation purpose review the product and planning inputs behind purchase advice that looks unexpected, so you can decide what to verify before changing an order. prerequisites open the intended webshop and have purchase view access and access to the relevant product details. view access and account features may limit which fields you can see; do not infer a value that is not displayed. steps 1. in purchase, find and open the relevant proposed order for review without changing it. see the purchase page guide for the proposed orders view and access limits. 2. note the relevant product identifier. in products, search for that product, select its row, and review the forecast view when available. see the product page guide for field and view availability. 3. compare the displayed forecast or expected demand for the relevant period with stock position and incoming stock; keep those values distinct. 4. review the supplier and product planning settings or ordering constraints that are visible and relevant to the item. do not assume a field is available or has a particular value if it is not shown. 5. if an input appears wrong or missing, verify it against its source before changing the quantity. if the visible inputs do not explain the advice, use the purchase workflow guide or find help and navigate optiply. fields and columns - forecast / expected demand — a demand estimate for the selected period, not a guaranteed outcome or final purchase quantity. - stock position and incoming stock — distinct stock and order information; use the values shown for the selected product. - supplier and ordering constraints — planning inputs shown for the selected product/order; their availability and meaning depend on product settings and account configuration. expected result you have identified which visible input needs verification and whether to continue in the purchase workflow or seek help. this review does not calculate or promise a final purchase quantity. limitations forecasts are estimates. available history, product settings, supplier constraints, data quality, account access, and webshop setup affect what is shown and the advice. this overview cannot diagnose a particular live recommendation or confirm that source data synchronised. errors and recovery if a field is missing, confirm the selected webshop and use the product or purchase guide to check field and access availability before concluding the data is absent. if a value conflicts with the source system, verify it before editing the proposed quantity. if the visible inputs still do not explain the advice, use the support center rather than assuming a calculation or connector behavior.","customerSafe":true,"body":"# What Optiply Does and How It Helps You\n\nOptiply combines connected product and order information with product-level demand forecasts and replenishment calculations to support purchasing work. The data and advice you see depend on the connection, available history, configuration, and supplier inputs.\n\nTreat forecasts and purchase advice as planning inputs, not a promise of lower inventory, fewer stockouts, higher sales, or a specific result. Review the available information before changing an order.\n\n## Connected systems\n\nAvailable data and synchronisation behaviour depend on the connected system and its configuration.\n\n## Forecast demand\n\nOptiply prepares product-level demand forecasts from sales history. Depending on the product, available history, and settings, the forecasting process can account for effects such as seasonality, unusual sales, and periods without stock.\n\nA forecast is an estimate rather than a guarantee. Review unexpected results against product history and current planning inputs. See [Analytics](/article/analytics-page) for performance and forecast insights.\n\n## Organise purchasing work\n\nThe [Purchase](/article/purchase-page) area brings proposed and draft purchase orders into a purchasing workflow. Its advice considers expected demand and stock position together with configured ordering constraints. The exact inputs vary with the product and configuration.\n\n## Monitor products and inventory\n\nUse **Home** and **Analytics** to review inventory-performance metrics and work that needs attention. The [Product page](/article/product-page) provides product-level stock, forecast, supplier, and purchasing information. The exact modules and fields visible depend on your account, permissions, and webshop setup.\n\n## Extend supported workflows\n\nOptiply also provides [API documentation](https://api-documentation.optiply.com/#intro) for supported custom development. Confirm access and the appropriate integration design with Optiply before building a production connection.\n\n## Review an unexpected purchase recommendation\n\n### Purpose\n\nReview the product and planning inputs behind purchase advice that looks unexpected, so you can decide what to verify before changing an order.\n\n### Prerequisites\n\nOpen the intended webshop and have Purchase view access and access to the relevant Product details. View access and account features may limit which fields you can see; do not infer a value that is not displayed.\n\n### Steps\n\n1. In **Purchase**, find and open the relevant proposed order for review without changing it. See the [Purchase page guide](/article/purchase-page) for the Proposed orders view and access limits.\n2. Note the relevant product identifier. In **Products**, search for that product, select its row, and review the **Forecast** view when available. See the [Product page guide](/article/product-page) for field and view availability.\n3. Compare the displayed forecast or expected demand for the relevant period with **Stock position** and **Incoming stock**; keep those values distinct.\n4. Review the supplier and product planning settings or ordering constraints that are visible and relevant to the item. Do not assume a field is available or has a particular value if it is not shown.\n5. If an input appears wrong or missing, verify it against its source before changing the quantity. If the visible inputs do not explain the advice, use the Purchase workflow guide or [Find help and navigate Optiply](/article/find-help-and-navigate-optiply).\n\n### Fields and columns\n\n- **Forecast / expected demand** — a demand estimate for the selected period, not a guaranteed outcome or final purchase quantity.\n- **Stock position** and **Incoming stock** — distinct stock and order information; use the values shown for the selected product.\n- **Supplier and ordering constraints** — planning inputs shown for the selected product/order; their availability and meaning depend on product settings and account configuration.\n\n### Expected result\n\nYou have identified which visible input needs verification and whether to continue in the Purchase workflow or seek help. This review does not calculate or promise a final purchase quantity.\n\n### Limitations\n\nForecasts are estimates. Available history, product settings, supplier constraints, data quality, account access, and webshop setup affect what is shown and the advice. This overview cannot diagnose a particular live recommendation or confirm that source data synchronised.\n\n### Errors and recovery\n\nIf a field is missing, confirm the selected webshop and use the Product or Purchase guide to check field and access availability before concluding the data is absent. If a value conflicts with the source system, verify it before editing the proposed quantity. If the visible inputs still do not explain the advice, use the Support Center rather than assuming a calculation or connector behavior."}